Is discretionary spending making a comeback? Costco's recent numbers seem to indicate as much. And the stock has performed much better than rival BJ's Wholesale over the past two months, despite Cramer predicting the opposite. He goes one-on-one with CEO Sinegal on location at Costco's newly opened Manhattan store.

Cypress Semiconductor is telling a different story. This stock has dropped about 14% since Cramer added it to his Mobile Internet Index back on Aug. 11. But is Wall Street missing the company's growth potential, namely with its touchscreen products for both cell phones and PCs? CEO Rodgers will answer those questions and more, including his reasons for trading the NYSE for the Nasdaq.

Tune in tonight at 6 & 11PM ET for an insider's look at these two key stocks.